Atlantic Edge Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Atlantic Edge Private Wealth Management, LLC
- $323 Billion
- Q4 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 2,614 shares of VNQ stock, worth $241,925. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,614
Previous 2,614
-0.0%
Holding current value
$241,925
Previous $255 Million
8.56%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,908Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.38 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$952 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$888 Million0.07% of portfolio